• I. Introduction

• II. Office of Research and Sponsored Programs
  • Services Provided to PIs
  • Resources Available through ORSP Website

• III. Your Roles as PI

• IV. “I’m A Researcher, Not An Accountant—So Why Does This Matter?” - A Quick Guide to Budget Management
  • Knowing If The Proposal is Funded
  • Setting Up A Project Account
  • Monitoring a Project Budget
  • Making Purchases
  • Requesting Travel and Travel Reimbursements
  • Transferring Costs
  • Monitoring Cost Sharing

• V. A Quick Guide to Personnel Management for PIs
  • Hiring Personnel
    • Graduate Students
    • Undergraduate Students
    • Faculty and Professional (Unclassified) Staff
    • Classified (Civil Service) Staff
  • Compensating Personnel
    • Academic Year
    • Summer Salaries for Faculty
    • Additional Compensation Request
  • Reporting Effort
  • Arranging Contracts and Subcontracts
  • Ensuring Employee Safety and Training
  • Protecting Human Subjects
  • Protecting Animals
  • Ensuring Biosafety
  • Ensuring Radiation Safety
  • Protecting Against Conflicts of Interest

• VI. “How is Project Management Different from Just Doing My Research?”—A Quick Guide to Project Management for PIs
  • Progress and Interim Reporting
  • Making Post-Award Modifications
    • Budget Revisions
    • No-Cost Extensions
    • Changes to Approved Equipment
    • New or Modified Subcontracts
    • Changes to Research or Project Scope
    • Changes in PI or Other Critical Project Participants
    • Transfer of Grants and/or Equipment
  • Reporting Intellectual Property
  • Closing Out The Project
    • End of Project Purchases and Restrictions
    • Final Reports
    • Record Retention
    • Restricted Account Closeout

• Appendix A: Helpful UL Lafayette Contacts for Questions Related to Sponsored Program Management
  • Office of Research and Sponsored Programs (ORSP)
  • Office of Vice President for Research and Graduate Studies
  • Business and Financial Affairs

• Appendix B: UL Lafayette Policies and Forms
  • Procedures for Purchase Requisition and Direct Charge Forms (PDF)
  • Sample Purchase Requisition Form (PDF)
  • Sample Direct Charge Form (PDF)
  • Procedures for Travel Requests on Externally Funded Grants (PDF)
  • Sample Travel Request Form (PDF)
  • Sample Travel Expense Form (PDF)
  • University of Louisiana at Lafayette Cost Transfer Policy (PDF)
  • Cost Transfer Form (Word or PDF)
  • Institutional Application for Campus Employment (IWP or Black & White Form) (PDF)
  • Procedures for Employment of Unclassified Personnel on Externally Funded Grants (PDF)
  • Sample Appointment Form for Unclassified Personnel (PDF)
  • Sample Letter to President for Creation of an Unclassified Position (PDF)
  • Sample Vacancy Announcement (PDF)
  • Procedures for Additional Compensation on Externally Funded Grants (PDF)
  • Compensation Limitations for Faculty Members and Unclassified Employees (PDF)
  • Request for Compensation from Restricted Account Form (Word or PDF)
  • Policies for Use of Funds from Restricted Accounts for Sponsored Programs (PDF)
  • UL Lafayette Investigator Personal Activity Effort Report (PAER) Form (PDF) - Instructions (PDF)
  • Policy and Procedures on Financial Conflicts of Interests Related to Externally Sponsored Projects (PDF)
  • Financial Conflict of Interest Assurance and Disclosure Form (Word or PDF)
  • Procedures for Professional, Personal, or Consultant Services (PDF)
  • Contract for Professional, Personal, or Consultant Service (PDF)
  • UL Lafayette Animal Care and Use Training Policy (PDF)
  • UL Lafayette Intellectual Property Disclosure Form (Word or PDF)

ANNOUNCEMENTS

• September 25, 2009 - IACUC 101, IACUC 201 Plus trainings held February 24-25, 2010
• September 1, 2009 - ORSP Fall 2009 Newsletter
• August 19, 2009 BORSF Workshops, Deadlines, and Information